Position in SR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,423,164
-$1,632,308 QoQ
Shares Held
197,505
+4.8% QoQ
Ownership
0.334%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026PRINCIPAL FINANCIAL GROUP INC holds $491,609,815 across 13 Utilities - Regulated Gas names. SR ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPC |
Brookfield Infrastructure Corp
|
3,160,380 | $121,674,630 | |
| 2 | SWX |
Southwest Gas Holdings, Inc.
|
985,861 | $87,426,153 | |
| 3 | NI |
Nisource Inc.
|
1,675,691 | $79,679,106 | |
| 4 | ATO |
Atmos Energy Corp
|
427,047 | $73,567,386 | |
| 5 | BKH |
Black Hills Corp /Sd/
|
340,645 | $25,343,987 | |
| 6 | MDU |
Mdu Resources Group Inc
|
1,008,061 | $21,380,973 | |
| 7 | UGI |
Ugi Corp /Pa/
|
486,772 | $16,813,104 | |
| 8 | SR |
Spire Inc
This page
|
197,505 | $15,423,164 |
All Filings in SR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,423,164 | 197,505 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $17,055,472 | 188,375 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $21,687,413 | 262,242 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $17,923,068 | 219,861 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $13,210,167 | 180,986 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $13,924,586 | 177,950 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $11,759,958 | 173,374 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $11,453,497 | 170,211 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $11,739,593 | 193,308 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $12,789,507 | 208,400 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $12,239,461 | 196,334 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $11,175,624 | 197,519 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $12,628,239 | 199,058 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $15,248,295 | 217,398 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $14,817,638 | 215,185 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $13,727,869 | 220,245 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $18,348,120 | 246,714 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $12,560,798 | 175,039 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $11,530,308 | 176,791 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,960,580 | 179,153 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $33,769,530 | 467,269 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $34,173,163 | 462,487 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $29,440,147 | 459,715 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $30,248,455 | 568,580 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $41,586,149 | 632,874 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $49,498,290 | 664,585 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||